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Phillip Lloyd Clark

OMNISTAR FINANCIAL GROUP, INC.·WILMINGTON, North Carolina
Clean recordOMNISTAR FINANCIAL GROUP, INC.
1712 EASTWOOD ROAD, WILMINGTON, NC 28403CRD# 3044343Firm CRD# 138515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Lloyd Clark · WILMINGTON, NC
Registration
CRD #3044343 · OMNISTAR FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Lloyd Clark is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with OMNISTAR FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OMNISTAR FINANCIAL GROUP, INC.
OMNISTAR FINANCIAL GROUP, INC.
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OMNISTAR FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3044343
Firm CRD# 138515
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Lloyd Clark offer?
Phillip Lloyd Clark specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Phillip Lloyd Clark's credentials?
Phillip Lloyd Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Lloyd Clark located?
Phillip Lloyd Clark is based in WILMINGTON, North Carolina, working with OMNISTAR FINANCIAL GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Phillip Lloyd Clark charge for services?
Phillip Lloyd Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMNISTAR FINANCIAL GROUP, INC.?
OMNISTAR FINANCIAL GROUP, INC. has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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